AIF®, CPFA®, QKA, RCCTM
PRESIDENT, MEMBER RELATIONS
Annie brings more than 14 years of experience to GPS, serving in a variety of roles, including planning, development and support of retirement plan technology solutions, fiduciary resources, regulatory and retirement education, and ERISA compliance. In addition to retirement plan experience, Annie provided wealth management advanced planning support for estate, trust, tax, retirement income, government benefits and education funding and has presented at numerous conferences and webinar events.
At GPS, Annie focuses on development and maintenance of the GPS due diligence process, document development, Fiduciary System implementation and CEFEX certifications.
Annie holds a B.A. degree from Western International University in Human Resources. She holds the Series 7, 24 and 66 FINRA licenses, Accredited Investment Fiduciary®(AIF®), Certified Plan Fiduciary Advisor®(CPFA®), Qualified 401(k) Administrator (QKA), Registered Corporate CoachTM (RCCTM) designations and has completed the Cannon Trust Fundamentals and Cannon Financial Professional Course on Trusts.
Annie lives in Iowa with her husband, Justin, and two daughters, Evie and Ella. In her free time, Annie can be found organizing and/or attending any of her daughters’ numerous extra-curricular activities and events, spending time with friends and family, enjoying all things outdoors, completing projects, gardening, and running with her two dogs.